Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

M&G Index-Linked Bond A Inc

Ranked 13 out of 15 in - Sterling Inflation Linked over 12 months
All calculations are in GBP unless stated

Managed by

Ben Lord

Ben Lord joined M&G in 2007 and was appointed fund manager of the M&G Global Corporate Bond Fund from launch in September 2013. He is also fund manager of the M&G UK Inflation Linked Corporate Bond Fund and was appointed acting fund manager of the M&G Index Linked Bond Fund in July 2015. In addition, Ben is deputy manager of the M&G European Inflation Linked Corporate Bond Fund, the M&G Strategic Corporate Bond Fund, the M&G Corporate Bond Fund and the M&G Short Dated Corporate Bond Fund. Ben previously worked at Gordian Knot as a credit analyst covering global financial institutions. He obtained an MA (Hons) from the University of Edinburgh and is a CFA charterholder.

Objective

At least 70% of the Fund is invested in index-Linked debt instruments which may be government and public securities or corporate debt instruments. Non-sterling denominated securities may be held and, if deemed appropriate by the investment manager, the associated currency risks hedged. The Funds exposure to index-linked, government and public securities or corporate debt may be gained through the use of derivatives. Derivatives may also be used for efficient portfolio management. The Fund may also invest in collective investment schemes, other transferable securities, cash, near cash, other money market securities, warrants and other derivative instruments.

Performance

Sterling Inflation Linked over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.5% -2.6% -0.6%
2016 24.8% 5.4% 9.8% 14.0% -5.4%
2015 -0.8% 3.3% -3.3% 2.4% -3.1%
2014 18.6% 2.4% 1.7% 4.8% 8.6%
2013 0.2% 7.4% -5.6% -0.5% -0.7%
2012 0.2% -1.8% 0.5% -2.9% 4.5%
2011 23.3% 1.1% 4.3% 6.8% 9.6%
2010 7.6% 1.9% 2.1% 3.6% -0.2%
2009 7.0% -1.0% 3.4% 2.7% 1.8%
2008 4.3% 3.5% 1.5% -0.4% -0.4%
2007 7.4% -0.7% -1.5% 4.4% 5.3%
2006 2.3% -0.9% -1.1% 4.7% -0.4%
2005 8.1% -0.7% 4.1% 1.4% 3.1%
2004 7.2% 2.1% -0.7% 2.7% 3.0%
2003 5.5% 2.2% 2.3% -0.6% 1.6%
2002 7.3% 0.8% 4.0% 0.9% 1.5%
2001 -0.3% -2.0% -0.6% 1.2% 1.0%
2000 2.9% -0.3% 2.1% -1.3% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/10/1999
  • Share Class size363Mn
  • Base currencyGBP
  • ISIN GB0031111361

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management0.50%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).